It's a Matter of Trust

Selecting a financial advisor is not an easy decision. At Eagle Strategies, we are committed to earning our clients' trust every day. By working together, we are confident that we can help you achieve your financial goals.

I have been helping families and businesses with their finances since 2002. The primary focus of my work is helping executives and professionals grow and preserve their assets. We do this by developing strategies to build wealth, reduce risk, and minimize taxes.

Do you have concerns about any of the following?

  • Comprehensive Financial Planning
  • Retirement Planning 
  • Investments
  • Charitable Planning
  • Tax Efficient Strategies*
  • Insurance Planning
  • Business Planning
  • Estate Planning
  • Socially Responsible Investing
  • Education Funding

As a Financial Advisor for Eagle Strategies LLC, a Registered Investment Advisor; and Member Agent, The Nautilus Group, a service of New York Life Insurance Company, I can provide you with customized person, business, and estate planning strategies to help address your concerns and help you achieve your financial objectives. 

Please feel free to use my website as a resource and do not hesitate to contact me for additional information or to schedule a meeting. Thank you for your interest. 

 

Forbes Best-in-State Financial Security Professional

 

* Neither Eagle Strategies LLC nor any of its financial advisors offers tax or legal advice.

*Neither SHOOK nor Forbes receives any compensation in exchange for placement on its Top Financial Security Professional (FSP) rankings (including the Best-In-State Financial Security Professional rankings), which are determined independently (see methodology).  FSP refers to professionals who are properly licensed to sell life insurance and annuities. FSPs may also hold other credentials and licenses which would allow them to offer investments and securities products through those licenses. Ranking algorithm is based on qualitative measures learned through telephone, virtual and in-person interviews to measure best practices, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management, sales figures and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and these professionals rarely have audited performance reports.  Individuals must carefully choose the right FSP for their own situation and perform their own due diligence. SHOOK's research and rankings provide opinions intended to help individuals choose the right FSP and are not indicative of future performance or representative of any one client's experience. Past performance is not an indication of future results. For more information, please see  https://urldefense.com/v3/__http:/www.SHOOKresearch.com__;!!IqRYp603ny2KL2MbNA!hcPvKRJUB0eP-qgSiAo5LoOHz8MI59Wf1t8YwiQwE1phBj5at_audE9q2JMJrPDURIhuaHox$"www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.